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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,792 | $72,770-41.2% | $67,652-36.7% | $55,191-22.5% |
| Participation rate | 95.2% | 78.8%+16.4pp | 75.7%+19.5pp | 69.2%+26.0pp |
| Annual return | -1.19% | -3.26%+2.1pp | 6625.40%-6626.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $4,606 | $1,769+160.3% | $2,266+103.3% | $1,899+142.6% |
| Participant deferral / active EE | $4,237 | $3,408+24.3% | $3,560+19.0% | $3,046+39.1% |
| Admin fee / account holder | $80 | $79+1.9% | $4,821-98.3% | $91-11.5% |